Jessica Britton signed American Society for Training and Development's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Society for Training and Development's EIN is 39-0852310.
Download the official 2024 Form 5500 (PDF) for American Society for Training and Development from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Society for Training and Development's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTEMENT ADVISOR | $52K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price All-Cap Opportunities I N/R | Other securities | — | — | $6.8M | 21.7% | |
| Fidelity 500 Index N/R | Common Collective Trusts | — | — | $5.9M | 19.0% | |
| T. Rowe Price Retirement 2040 N/R | Other securities | — | — | $3.4M | 10.8% | |
| T. Rowe Price Retirement 2050 N/R | Other securities | — | — | $1.6M | 5.1% | |
| T. Rowe Price Retirement 2030 N/R | Other securities | — | — | $1.4M | 4.4% | |
| Dodge & Cox Dodge & Cox Income X N/R | Mutual Funds | — | — | $1.2M | 3.9% | |
| Investment Contracts * New York Life Insurance New York Guaranteed Account N/R | Other securities | — | — | $1.1M | 3.6% | |
| Putnam Large Cap Val R6 N/R | Mutual Funds | — | — | $1.1M | 3.5% | |
| American Funds EuroPacific Growth R6 Fund N/R | Mutual Funds | — | — | $1.1M | 3.5% | |
| T. Rowe Price Retirement 2045 N/R | Other securities | — | — | $961K | 3.1% | |
| T. Rowe Price Retirement 2035 N/R | Other securities | — | — | $879K | 2.8% | |
| T. Rowe Price Retirement 2055 N/R | Other securities | — | — | $841K | 2.7% | |
| Fidelity US Bond Index N/R | Mutual Funds | — | — | $750K | 2.4% | |
| Fidelity Extended Market Index Fund N/R | Common Collective Trusts | — | — | $558K | 1.8% | |
| Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $524K | 1.7% | |
| Transamerica Mid Cap Value Opportunities R6 N/R | Other securities | — | — | $457K | 1.5% | |
| Self-Directed Brokerage Accounts Various Personal Choice Retirement N/R | Self-Directed Brokerage | — | — | $442K | 1.4% | |
| T. Rowe Price Retirement 2060 N/R | Other securities | — | — | $405K | 1.3% | |
| AllianceBernstein Small Cap Growth Z N/R | Mutual Funds | — | — | $342K | 1.1% | |
| Goldman Sachs Small Cap Value Insights R6 N/R | Other securities | — | — | $335K | 1.1% | |
| MFS Mid Cap Growth R6 N/R | Mutual Funds | — | — | $318K | 1.0% | |
| T. Rowe Price Retirement 2025 N/R | Other securities | — | — | $299K | 1.0% | |
| Company * Transamerica Financial Life Insurance Company/General N/R | Common Stocks | — | — | $141K | 0.5% | |
| Cohen & Steers Real Estate Securities Z N/R | Other securities | — | — | $136K | 0.4% | |
| Account Participant Loans Participant Loans Interest Rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $102K | 0.3% | |
| T. Rowe Price Retirement 2020 N/R | Other securities | — | — | $75K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $0 | — |
